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Client service associate Jobs in Hartford, CT

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Client service associate • hartford ct

Last updated: 18 days ago

Client Service Specialist

All Financial FreedomHartford, Connecticut, United States
Full-time

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This opportunity is ideal for professionals who ar... Show more

Client Service Advisor - Greater Hartford

Retirement Income Source SFGHartford, Connecticut, United States, 06103
Full-time
Quick Apply

POSITION: Client Service Advisor.Location: Greater Hartford, CT .Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals.We believe peace of min... Show more

Client Engagement Senior Associate, Tax Operations

CroweHartford, CT, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i... Show more

Client Manager

Arthur J Gallagher & CoWest Hartford, CT, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte... Show more

Client Service Analyst II-TH

LifeWorks by TelusHartford, CT, United States
Full-time

TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ... Show more

Client Service Specialist - Hybrid (Farmington, CT)

Digital Insurance LLCCT,Farmington,RIA
$24.00 hourly
Full-time

Employee Benefits is the core of our business and at our heart we are a people-focused organization.Every day, we help over 100,000 employers give their employees peace of mind by providing health,... Show more

Commercial Lines Senior Associate Client Representative

World Insurance Associates, LLC.West Hartford, CT, US
Full-time
Quick Apply

Company Overview   World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make info... Show more

Customer Service Associate I

Dollar TreeManchester, CT, United States
Part-time

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following:.Assist customers with q... Show more

Client Service

AEROSPACE ALLOYS INCBloomfield, CT, US
$18.00 hourly
Full-time

Responsibilities may include, but will not be limited to:  Communicating with customers throughout the sales process, processing requests for quotes, entering sales orders and processing paperwork,... Show more

Wealth Management Client Associate

Bank of AmericaHartford, CT, United States
$25.00 hourly
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more

Client Experience & Safety Associate

BayMark Health ServicesHartford, CT, US
Full-time
Quick Apply

Full Time - Patient Care Monitor/Greeter.BAART Program is looking for a respectful, alert and vigilant greeter/ patient care monitor to maintain overall safety and order of the clinic facility.The ... Show more

Tax Senior Associate | Private Client Services

CBIZHartford, CT, United States
Full-time

Essential Functions and Primary Duties.Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.Addresses quest... Show more

Commercial Lines Senior Associate Client Representative

World InsuranceWest Hartford, CT, United States
Full-time

Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to i... Show more

Customer Service Associate I

Family DollarEast Hartford, CT, United States
Full-time

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following:.Assist customers with q... Show more

Client Service Advisor - Greater Hartford

Retirement Income SourceHartford, CT, United States
Full-time

Location: Greater Hartford, CT.At Retirement Income Source SFG, we empower clients through education-driven financial planning.Our seven-step process helps avoid common retirement pitfalls while al... Show more

Noble Gas Customer Service Associate

Noble Gas & Soapy NobleHartford, CT, US
$16.94 hourly
Part-time

We are seeking a reliable and customer-centric Gas Station Customer Service Associate (CSA) to join our team.As a CSA, you will be responsible for providing exceptional customer service.This is a p... Show more

Surety Client Service Specialist

Willis Towers WatsonHartford, CT, United States
Full-time

The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client's accounts with surety needs within ... Show more

Retail Customer Service Associate

FedExFarmington, Connecticut, US
Full-time

POSITION SUMMARY:  </strong></strong></p><p>The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anti... Show more

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Client Service Specialist

Client Service Specialist

All Financial FreedomHartford, Connecticut, United States
30+ days ago
Job type
  • Full-time
Job description

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications

  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.